Compleat can fully integrate with Exchequer to share your accounts payable & purchasing data in real-time.

Our Exchequer connector is a piece of software that gets installed on your local network. It manages & protects all the information that's passed between Exchequer & iCompleat. Any information shared is secure & encrypted.

Compleat posts to Exchequer:

• Invoice data (header & line level)
• Credit note data (header & line level)
• URL link to invoice/credit note
• General ledger posting date
• "Hold for query" flag for daybook postings

Compleat receives from Exchequer:

• Supplier information (including bank details & payment terms)
• Exchange rates/currencies
• General ledger accounts
• VAT rates
• Departments
• Delivery sites
• User-defined fields
• Journal reference of the posted invoice

This guide shows you how to connect your Compleat company to your Exchequer account. The setup process involves just a few quick steps to download & configure the connector.

It's quick & easy - we promise!

1. Download the connector

1. Log in to Compleat, & go to Configuration > Company Management.
2. Go to Connection.
3. Next to Connect to a new finance system, click Connect.
4. Click the Exchequer tile.
5. Next to Connector edition, tick the Exchequer checkbox, & click Download.

   In the future, any updated versions of the connector we develop will be listed here

   
6. When the connector has finished downloading, click to open it in the bottom-left of your browser window.

   Keep Compleat open in your browser.

7. The Connector Configuration Tool opens.
8. Go back to Compleat Connection area & make a note of the your email address & the unique four digit pin.

   Keep Compleat open in your browser.

9. Enter the email address from Compleat & the unique four digit pin in the Connector Configuration Tool, & click Next.
10. Your details are verified!

    Click Next.

11. The service is running & ready to integrate with Compleat.

2. Select the connector in Compleat

1. Go to Compleat, & click the Go Back button underneath your four digit pin.

   If you navigated away from this page, just go back to Configuration > Company management > Connection.

2. Next to Use existing connection, click Use.

   If you've connected to a finance system before, you'll see the message Multiple connectors are available.

3. Select Exchequer from the drop-down, & click Search.
4. From the available companies drop-down, select the Exchequer company you'd like to connect to, & click Connect.
5. Compleat is collecting data from Exchequer.
6. Choose how you'd like invoices & credit notes to be labelled in Exchequer, & click Save.

   If you have other custom transaction names set up in Exchequer, they'll be available to select from the drop-downs.

7. Choose how you'd like Compleat to handle particular features in Exchequer.

   Recommended settings are selected by default.

8. Success!

   You've connected your Compleat company to Exchequer.

   Compleat and Exchequer can now share data, & Compleat can begin posting invoices & credit notes.